Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,656 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,167 | $16,790-45.4% | $64,489-85.8% | $67,986-86.5% |
| Participation rate | 84.9% | 62.4%+22.5pp | 67.7%+17.2pp | 57.2%+27.7pp |
| Annual return | 20.20% | 30.55%-10.4pp | 55.03%-34.8pp | 31.67%-11.5pp |
| Employer contribution / active EE | $622 | $648-3.9% | $1,523-59.1% | $2,019-69.2% |
| Participant deferral / active EE | $1,713 | $1,510+13.4% | $2,778-38.4% | $3,358-49.0% |
| Admin fee / account holder | $52 | $1,690-96.9% | $4,260-98.8% | $3,203-98.4% |